Client-Focused Financial Consultant & Planner

Fidelity Investments; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Tuition reimbursement

Comprehensive training

Job summary

Fidelity Investments in Atlanta seeks an Advisor in the Investor Center to mentor clients face-to-face, understand their needs, and tailor personalized planning strategies.

You will leverage an existing client base and an open-architecture platform, collaborating with teammates to deliver tailored investment solutions while supporting the growth of Fidelity's regional client relationships.

Qualifications

• Proven success in building relationships and uncovering needs.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport.
• Degree or equivalent experience; CFP or related certification helpful; Tuition Reimbursement program can assist.
• Ability to introduce clients to different investment strategies and bring in additional assets.
• Coachable, collaborative, and curious.
• Committed to delivering outstanding customer experience and results.
• Extensive knowledge of investment solutions.

Skills

Relationship building

Needs assessment

Financial advisory

Client communication

Sales skills

Series 7 & 66 licenses

Licensing readiness

Coachable/collaborative

Education

Bachelor's degree

CFP helpful

Job description

Fidelity Investments in Atlanta seeks an Advisor in the Investor Center to mentor clients face-to-face, understand their needs, and tailor personalized planning strategies.

You will leverage an existing client base and an open-architecture platform, collaborating with teammates to deliver tailored investment solutions while supporting the growth of Fidelity's regional client relationships.